ABOUT
Quinn Im, CFP® brings over 20+ years of experience, knowledge and dedication to his clients in the financial services industry. The most important attribute that he possesses, is his commitment to getting to really know and understand his clients. At the core, it is his belief that his relationship with his clients should be long term, with a goal of mutual trust and respect.
Securities Licenses & Certifications
CFP® – Certified Financial Planner
Series 6 – Investment Company Products/Variable Contracts Representative Examination, held through LPL Financial
Series 63 – Uniform Securities Agent State Law Examination, held through LPL Financial
Series 65 – Uniform Investment Adviser Law Examination, held through LPL Financial
Series 7 – General Securities Representative Examination, held through LPL Financial
Series 24 – General Securities Principal Examination, held through LPL Financial
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